Nvest Wealth Strategies, Inc.
POWELL OH · SEC CIK 0002106942
$1.60亿2026Q2 申报市值
353持仓数
77.5%前十大占比 · 第一大 19.8%
40 / 82新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BINV 加仓+$67.68万
TDVG 加仓+$52.90万
JHMM 加仓+$51.46万
SCHG 加仓+$37.24万
EMLP 加仓+$28.28万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$13.48万
BP 减仓-$13.12万
NVDA 减仓-$8.70万
TSLA 减仓-$6.10万
PLTR 减仓-$5.47万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $7,034 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $7,234 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7,242 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $7,267 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $7,871 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $7,942 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $8,074 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8,124 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $8,289 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| EFOR | EVERFORTH INC | $8,328 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $8,455 | 0.01% | 27 | -2 | -6.9% | -$626 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $8,728 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $8,977 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $8,978 | 0.01% | 167 | -167 | -50.0% | -$8,978 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9,556 | 0.01% | 226 | -6 | -2.6% | -$254 | 减仓 |
| PLD | PROLOGIS INC. | $9,890 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $1.04万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $1.04万 | 0.01% | 325 | 200 | 160.0% | $6,416 | 加仓 |
| IVV | ISHARES TR | $1.05万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1.09万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.17万 | 0.01% | 162 | 29 | 21.8% | $2,087 | 加仓 |
| FSLR | FIRST SOLAR INC | $1.18万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.19万 | 0.01% | 166 | -5 | -2.9% | -$357 | 减仓 |
| DOV | DOVER CORP | $1.19万 | 0.01% | 53 | 3 | 6.0% | $673 | 加仓 |
| SHV | ISHARES TR | $1.19万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $1.19万 | 0.01% | 36 | 4 | 12.5% | $1,327 | 加仓 |
| V | VISA INC | $1.20万 | 0.01% | 35 | 3 | 9.4% | $1,029 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.22万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $1.24万 | 0.01% | 133 | 26 | 24.3% | $2,429 | 加仓 |
| MPC | MARATHON PETE CORP | $1.28万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $1.34万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.38万 | 0.01% | 373 | -3,550 | -90.5% | -$13.12万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $1.39万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $1.40万 | 0.01% | 1,431 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.40万 | 0.01% | 59 | 5 | 9.3% | $1,190 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.41万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.42万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $1.49万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.56万 | 0.01% | 172 | -8 | -4.4% | -$726 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.64万 | 0.01% | 55 | -47 | -46.1% | -$1.40万 | 减仓 |
| GATX | GATX CORP | $1.68万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1.72万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| RUSHB | RUSH ENTERPRISES INC | $1.72万 | 0.01% | 225 | -225 | -50.0% | -$1.72万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.76万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $1.83万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $1.89万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.94万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.01万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $2.02万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $2.03万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $2.07万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $2.08万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $2.11万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.23万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $2.23万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $2.24万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $2.27万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $2.35万 | 0.01% | 97 | 62 | 177.1% | $1.50万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2.53万 | 0.02% | 402 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $2.54万 | 0.02% | 554 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $2.86万 | 0.02% | 42 | 1 | 2.4% | $680 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2.91万 | 0.02% | 565 | -565 | -50.0% | -$2.91万 | 减仓 |
| QCOM | QUALCOMM INC | $3.03万 | 0.02% | 164 | -50 | -23.4% | -$9,240 | 减仓 |
| — | EXXON MOBIL CORP | $3.07万 | 0.02% | 225 | -40 | -15.1% | -$5,461 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.08万 | 0.02% | 1,736 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3.08万 | 0.02% | 908 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $3.14万 | 0.02% | 89 | -34 | -27.6% | -$1.20万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $3.18万 | 0.02% | 1,159 | 180 | 18.4% | $4,945 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3.44万 | 0.02% | 188 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $3.59万 | 0.02% | 95 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.66万 | 0.02% | 175 | -243 | -58.1% | -$5.08万 | 减仓 |
| HD | HOME DEPOT INC | $3.70万 | 0.02% | 105 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $3.77万 | 0.02% | 1,157 | -1,342 | -53.7% | -$4.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.82万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $3.83万 | 0.02% | 94 | -4 | -4.1% | -$1,629 | 减仓 |
| ASML | ASML HLDG NV | $3.98万 | 0.02% | 20 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.99万 | 0.02% | 260 | -260 | -50.0% | -$3.99万 | 减仓 |
| LLY | ELI LILLY & CO | $4.71万 | 0.03% | 39 | -17 | -30.4% | -$2.05万 | 减仓 |
| SGOL | ETFS GOLD TR | $4.78万 | 0.03% | 1,250 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $5.11万 | 0.03% | 309 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $5.28万 | 0.03% | 987 | 807 | 448.3% | $4.31万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.51万 | 0.03% | 110 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $5.54万 | 0.03% | 47 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $5.71万 | 0.04% | 155 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $5.71万 | 0.04% | 227 | 7 | 3.2% | $1,761 | 加仓 |
| STLD | STEEL DYNAMICS INC | $5.74万 | 0.04% | 250 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $5.83万 | 0.04% | 277 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $6.16万 | 0.04% | 245 | -45 | -15.5% | -$1.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6.42万 | 0.04% | 196 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $6.60万 | 0.04% | 157 | -145 | -48.0% | -$6.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $6.85万 | 0.04% | 184 | -75 | -29.0% | -$2.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6.95万 | 0.04% | 274 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $7.03万 | 0.04% | 260 | 3 | 1.2% | $811 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.34万 | 0.05% | 629 | -469 | -42.7% | -$5.47万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $7.39万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $7.40万 | 0.05% | 73 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $7.98万 | 0.05% | 223 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $8.39万 | 0.05% | 225 | 1 | 0.4% | $373 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $10.07万 | 0.06% | 853 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $11.42万 | 0.07% | 1,000 | -3 | -0.3% | -$343 | 减仓 |